Guidant Wealth Advisors' 7-Step Investment Management Process

1. Guidant Wealth Advisors’
Investment Management Process
Guidant Wealth Advisors uses a repeatable
7-Step Process in their advisory practice.
Determine
Strategic
Allocation
Select
Primary
Asset
Classes
Select
Second
Tier Asset
Classes
Select
Overlay
Manager
Select and
Monitor
Investment
Managers
Select
Securities
Monitor
and
Manage
Guidant Wealth Advisors makes or recommends changes based
on their monitoring of:
•
•
•
•
•
General economic conditions
Interest rates
Investment markets
Inflation rates
Tax regulations
There is no guarantee that a diversified portfolio will enhance
overall returns or outperform a non-diversified portfolio.
Diversification does not protect against market risk.
Asset allocation does not ensure a profit or protect against a loss.
GuidantWealth.com
Guidant Wealth Advisors, 35 West Slade Street, Palatine, IL 60067